Modular investments with Maerki Baumann

screen_mal_app_3.pngThe new investment solution from Maerki Baumann combines the benefits of professional asset management with customized advice. The modular approach gives you a say in the choice of markets, investment classes and risks. And you benefit from the following advantages: High degree of independence as a family-owned company, no proprietary products, transparent fee structure and personal advice. Our new investment solution is modular – and just as individual as you are.

Services for our clients

Our relationships with clients are based on professionalism and partnership. Our services are oriented on the individual requirements and personal preferences of clients across all segments:

  • Private clients
  • External asset managers
  • Indirect real estate investments

Services

Modular investment solution

Maerki Baumann's innovative, modular investment concept makes it possible for advisory and asset management services to be as individual and flexible as possible. State-of-the-art digital tools  complete ideally regular, personal contacts with clients.

Modular investment solution

What makes us special

Our bank offers a high level of independence and security, consistent service orientation as well as broadly based competences, and this allows us to distinguish ourselves from our competitors:

  • Independent, family‑owned bank
  • Personalised client advising
  • Individual investment solutions
  • Security
  • Innovative business model

Differentiation

Awards

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Elite Report: summa cum laude

Maerki Baumann & Co. AG achieved the highest distinction of "summa cum laude" in the Elite Report. Maerki Baumann & Co. AG succeeded in re-affirming its leading position among the top banks in Europe's German-speaking countries

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Institut für Vermögensaufbau

Maerki Baumann & Co. AG has been awarded its top quality seal to the investment solutions of the bank. The top quality seal certifies that the portfolios of Maerki Baumann & Co. AG are suited for long-term asset growth and protection of capital.

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Verwandte Inhalte

Best Swiss private bank

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  • News

    Where to, central banks?!

    13.07.2017 - 

    The dominant theme for the financial markets in the second half of 2017 will be the change in the direction of monetary policy on the part of the world’s leading central banks. The analogy of a supertanker and its lack of agility is valid, since the balance sheets of the Federal Reserve, ECB, and BoJ – leaving out the SNB, whose monetary policy has been as expansionary as any, but whose global influence is fairly limited – have now mushroomed to the point where it will take several years for the new course of monetary policy (or “old” in the sense of pre-financial-crisis levels) to take full effect.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Policy

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  • News

    Investment Comment

    28.06.2017 - 

    Will the world be conquered by robots? Technological innovation affects many aspects of our lives. Robots used to be designed as slave labourers in the past, today they are destined for much greater assignments. The fourth industrial revolution has just begun, the "mega trend" is called "Industry 4.0", also called "the internet of things and services". Artificial Intelligence (AI) connects the virtual world with the physical one. What kind of potential do we attribute to this theme and how one can invest in it – these questions are addressed in our Investment Comment.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

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  • News

    Uninterrupted bull market

    10.06.2017 - 

    Equity markets have pushed higher in recent weeks. The reversal in mid-May, which can be attributed to leaked information from the FBI pointing to a connection between the closest advisers of US President Trump and the Russians, proved only modest. The "healthy correction" to stock markets, which is now overdue after seven successive months of gains, continues to be striking by its absence.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Policy

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  • News

    Animal Spirits

    24.05.2017 - 

    Business and consumer confidence have reached levels unseen in the last 10 years. Is this due to specific legislative proposals by the Trump administration or rather the manifestation of revived animal sprits on behalf of economic agents? We give an overview.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

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Contact

Maerki Baumann & Co. AG
Dreikoenigstrasse 6
CH‑8002 Zurich
Phone: +41 44 286 25 25

info@maerki-baumann.ch

Contact